Senior Financial Analyst

Fasken; Ottawa; Hybrid; CAD 92,000 - 110,000; Full time

Benefits offered by this job

Hybrid work flexibility

Medical and dental benefits

Paid vacation and sick days

Job summary

Fasken is a leading international business law and litigation firm with offices across Canada. The Senior Financial Analyst in Finance works on complex tax compliance, reporting and analytical activities, supporting partnership accounting, partner admissions and compensation, and other finance initiatives.

The role emphasizes continuous improvement, ownership, and collaboration within a hybrid work setting.

Qualifications

• Bachelor’s degree in a related field is an asset; equivalent experience will be considered.
• CPA designation is required.
• 5–7 years of progressive accounting, tax and/or financial analysis experience.
• Experience with partnership accounting, tax compliance, or professional services is preferred.
• GAAP/ASPE knowledge; strong Excel and Power BI are assets.

Responsibilities

• Monitor and support compliance with partnership, commodity, and corporate tax requirements.
• Prepare partnership tax returns and related filings (T5013, RL15).
• Ensure reporting aligns with internal accounting records and reconcile discrepancies.
• Update, issue and prepare tax forms (T5, T3, NR4).
• Assist with tax filing and compliance in the UK and South Africa offices.
• Coordinate the annual partner admission, analysis, and compensation processes.
• Support Firm banking agreements and other regulatory requirements.
• Assist Finance Manager with other projects as required.

Skills

Communication

Problem solving

Stakeholder mgmt

Attention to deadlines

Education

CPA designation

Bachelor’s degree

Tools

Power BI

Excel

3E

Job description

Fasken is a leading international business law and litigation firm. With over 900 lawyers and 1,100+ employees, we have offices in Vancouver, Surrey, Calgary, Tsuut'ina Nations, Toronto, Ottawa, Montréal, Québec City, London, and Johannesburg. We provide strategic and thoughtful advice in virtually all areas of business law to a broad range of clients including close to half of the Fortune 100 companies, corporate clients, government agencies, regulatory authorities, non-profit bodies and individual clients.

We are a high-achieving, professional, entrepreneurial, team-oriented, and friendly place to work. We are committed to diversity and inclusion and offer a welcoming environment for all people. While we are here to service our clients and are a deadline-driven industry, we look to be innovative, and there are opportunities to participate in initiatives which make a difference in our firm and community.

Achieve excellence doing work that’s challenging and rewarding, with people you’ll like working with, in an environment that’s welcoming, supportive, entrepreneurial and innovative, where you’re a valued contributor, not just an employee. For additional information about the firm or this position, please visit our website at www.fasken.com.

Senior Financial Analyst (Finance Department) - Firmwide

Job Summary

Reporting to the Manager, Finance, the Senior Financial Analyst (also referred to as "SFA") is responsible for coordinating and performing complex tax compliance, reporting, and analytical activities across the Firm. The role supports partnership accounting, partner admissions and compensation processes, and other finance initiatives. The SFA conducts research, identifies risks and inconsistencies, recommends appropriate accounting or tax treatments and process improvements, and supports the automation and standardization of Firm-Wide finance processes.

In addition to their subject matter expertise in tax and compliance, the role requires a natural curiosity focus on continuous improvement, a self-sufficient, detail-driven professional who takes full ownership of their deliverables, anticipates needs, responds to business requests promptly, and hands in work that is complete, accurate and ready for review.

Work Environment

As part of the Firm-wide Finance team, this role can be located in any of the Canadian cities that Fasken has offices (Toronto, Ottawa, Montreal, Quebec City, Calgary, Tsuut'ina Nations, Vancouver, Surrey). This role will be hybrid with occasional requirements as per business needs for onsite office collaboration and support. The successful candidate must live in or around their regional office and be able to commute to the office as often as required.

Hours of work are from 8:00 a.m. to 4:00 p.m. Occasional pre-authorized overtime may be required to meet business needs. Flexibility may also be required within the Firm's core business hours on occasion to meet the needs of other region’s time zones.

For Indigenous candidates interested in employment on-reserve, there may be an opportunity at Fasken to do so at our Alberta office situated on Tsuut'ina Nation, west of Calgary. Such candidates are encouraged to speak to Human Resources during the interview process to obtain additional information.

To Us, Success Means

• Having a strong client service approach – you’re ready, willing, and able to put our clients first and exceed their expectations.
• Caring about one another – you possess strong interpersonal skills and the ability to build harmonious working relationships within your immediate team, across other departments in the firm, and the community.
• Working collaboratively – you’re a self starter who values working in a collaborative team based environment.
• Possessing exceptional communication skills (both verbal and written) when dealing with lawyers, clients, staff and third parties.
• Approaching your work with agility and the willingness to learn and utilise new technology.
• Being adaptable to changing priorities in a fast-paced environment while being organized and maintaining accuracy with a high attention to detail.
• Demonstrating strong research, investigative and problem solving skills with the ability to exercise judgement to resolve issues.
• Treating sensitive and confidential matters with discretion and diplomacy at all times.

Primary Responsibilities

Tax Preparation and Reporting

• Monitor and support the Firm's compliance with partnership, commodity, and corporate tax requirements, and support the preparation and timely completion of related filings
• Prepare partnership annual tax returns and related filings, including T5013 & RL15 reporting, and coordinate their review and submission
• Ensure reporting to tax authorities aligns with internal accounting records and elevate identified discrepancies
• Update, issue, and prepare tax forms including tax withholding, T5, T3, and NR4 forms
• Assist with tax filing and compliance in our UK and South Africa offices
• Review the Adjusted Cost Base schedules for each partner and ensuring reconciliation before annual tax filings.
• Support Finance colleagues on all accounts, files, and matters directly related to tax calculations, including but not limited to, preparation of schedules, provincial tax allocations, cost of WIP calculations, and collection of tax receipts for allowable business expenses
• Research new or specialized tax treatments and prepare recommendations for management review
• Support tax audits and provide draft responses to notices from tax authorities for management review
• Investigate discrepancies, determine root causes, and coordinate appropriate corrective action.

Partner Accounting, Admissions And Compensation

• Maintain accurate and well-organized partner information across the Firm's databases, registers and supporting documentation, including the register of limited partners and original signed partnership withdrawal forms, subscription agreements and transfer forms. Prepare, issue and file required partnership documents nationally.
• Coordinate the annual partner admission process, including preparing, validating and analyzing candidate reports, coordinating regional submissions, monitoring critical milestones and deadlines, maintaining process documentation and protocols; and resolving or escalating incomplete and inconsistent information; supporting annual process review, reporting enhancements and continues improvement initiatives.
• Administer, validate and analyze partner compensation information processed through AFS/Xcelerate and related systems, ensuring data integrity and compliance with established Firm protocols; investigating, documenting and escalating discrepancies; supporting annual process review, reporting enhancements and continues improvement initiatives.

Other Responsibilities

• Support with Firm banking agreements and other regulatory requirements.
• Support Finance Manager with other projects as required.

Required Knowledge And Experience

• A Bachelor’s Degree in a related field is considered an asset; however, an equivalent combination of education, lived experience, and professional expertise will also be considered.
• A CPA designation is required.
• Five (5) to seven (7) years of progressive accounting, tax and/or financial analysis experience, including at least two years performing complex work with a high degree of independence.
• Experience with partnership accounting, tax compliance, or professional services is preferred.
• Sound understanding of applicable accounting principles, including GAAP/ASPE.
• Working knowledge of Canadian partnership taxation, including T5013/RL-15 reporting, ACB tracking, income allocations and non-resident withholding.
• Experience in 3E and Power BI or comparable financial systems is considered an asset.
• Demonstrated experience analyzing complex financial data, performing reconciliations, and preparing management or regulatory reports.
• Advanced proficiency in Microsoft Excel (e.g., pivot tables, lookups, Power Query and large-data reconciliations) and working proficiency in Word, PowerPoint, and Outlook.
• Strong research, problem-solving, communication, and stakeholder-management skills with a proven record of meeting tight deadlines with minimal supervision.
• Learning quickly and adapting to new systems, processes and regulatory changes.

Candidates who do not meet all the listed requirements are still encouraged to apply, as diverse experiences and perspectives are valued.

Reporting Structure

• This role reports to the Manager, Finance.

What We Offer

• A competitive total compensation package
• Flexible medical and dental benefits, including telemedicine services
• Hybrid work flexibility
• Short and long term disability insurance
• Employee and family assistance program (EFAP)
• Group retirement savings plan with matching contributions
• Paid vacation and sick days
• Personal days
• Wellness Subsidy and educational reimbursement
• Maternity/parental leave top up
• Employee referral program
• Firm paid professional memberships related and required by role
• Opportunities to give back to your community through Firm initiatives

Diversity and Inclusion

At Fasken we believe a diverse workplace comprises individuals with unique backgrounds, characteristics and qualities. An inclusive workplace creates an equitable environment where individuals are respected and where they are welcome. Fasken is committed to diversity and inclusion in all that we do.

Accessibility and Accommodation

It is important to our Firm that all its members, including those with disabilities, find our workplace to be welcoming and supportive. Reasonable accommodations are available on request for candidates with disabilities taking part in all aspects of the selection process.

Compensation

The typical salary range for this position is $92,000 - $110,000 annually; the base pay offered is based on location and may vary depending on job-related knowledge, skills, experience, internal and market equity. Candidates are encouraged to discuss desired salary ranges within the application and interview process to confirm alignment with budgeted compensation.

Background and Reference Checks

Any offer of employment may be conditional upon full background checks including a criminal record check, a credit check, employment and educational verification.

AI Disclosure

Please note that artificial intelligence tools may be used to assist in screening, assessing, or selecting applicants for this position.

Your Application

The successful candidate will be detail oriented, a team player and will have excellent organizational & communication skills, both written and oral and the ability to manage multiple tasks in a fast-paced and superior client service environment. We provide a collegial work environment, competitive compensation and comprehensive benefits package.